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透視港股通丨中海油再獲超4億增持

北水總結

4月7日港股市場,北水成交淨賣出9.34億,其中港股通(滬)成交淨賣出6.27億港元,港股通(深)成交淨賣出3.08億港元。

北水淨買入最多的個股是中海油(00883)、美團-W(03690)、中國海外發展(00688)。北水淨賣出最多的個股是騰訊(00700)、華潤啤酒(00291)、工商銀行(01398)。

數據來源:盈立智投APP

十大成交活躍股

數據來源:港交所

個股點評

中海油(00883)再獲淨買入4.1億港元。消息面上,國際能源署署長比羅爾表示,國際能源署成員國將釋放1.2億桶原油儲備。高盛對此評論稱,釋放原油儲備長期不可持續,無助於解決石油“結構性短缺”。據悉,沙特阿美宣佈提高5月份面向亞洲客戶的所有石油價格,並上調面向美國和歐洲所有品類油價。花旗此前發佈研報稱,在油價上漲的環境下,中海油是“三桶油”中的主要受益者,因爲中海油爲純上遊企業,原油產量佔總產量的80%。

美團-W(03690)獲淨買入2.72億港元。消息面上,大和發佈研報稱,從監管環境來看,互聯網行業尚未完全走出困境。該行認爲,本地服務如社區團購、網上約車的利潤率提升最大,其次是雲、長視頻及廣告、國內遊戲運營和電子商務。該行認爲,美團優選的虧損將從2021年的265億元收窄至2022年的166億元,因此認爲美團利潤率將在2022年實現最大的改善。值得一提的是,同屬科網股的騰訊(00700)再遭淨賣出5.24億港元。

中國海外發展(00688)獲淨買入7918萬港元。消息面上,中國海外發展行政總裁張智超近日表示,公司在收併購、公開市場都在發力,今年1至3月份,公司總投資額已超過200多億,大和指出,公司去年斥1379億元收購57幅地皮,多以底價或低於溢價收購,目前正就收購更多項目進行談判。相信集團的舉措有助提高中期盈利能力。

開拓藥業-B(09939)獲淨買入4286萬港元。消息面上,開拓藥業此前公佈,普克魯胺治療輕中症非住院新冠患者III期臨牀試驗(NCT04870606)的關鍵數據結果,結果表明普克魯胺可有效降低住院/死亡率,可顯著持續降低新冠病毒載量,以及可改善新冠相關症狀。

李寧(02331)遭淨賣出2481萬港元。消息面上,華泰證券近日表示,進入3月份,原材料價格上漲及高基數效應等影響下,預計紡織服裝行業整體收入及盈利增速承壓。其中,運動服飾企業零售表現有所回落,該行認爲不利影響或持續至二季度。

思摩爾國際(06969)遭淨賣出1.62億港元。消息面上,思摩爾國際公告稱,集團一季度期內溢利及全面收益總額較上年同期下降約55.3%至5.266億元。期內溢利及全面收益總額下降的主要原因是於2022年一季度,由於深圳市部分地區採取了更加嚴格的疫情管控措施,對於本集團部分工廠的生產運營產生了較大影響。另外,本集團根據年初制定的研發計劃和預算,本集團一季度研發開支較上年同期有較大增加。

內銀股今日遭拋售,建設銀行(00939)、工商銀行(01398)分別遭淨賣出5770萬、2.06億港元。此外,華潤啤酒(00291)、藥明生物(02269)分別遭淨賣出2.88億、1.49億港元。

港股通最新持股比例排行

(港股通持股比例排行,交易所數據T+2日結算)

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